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What is IOP Technologies CRM?

We provide an all-encompassing solution that features tracking of work assignments, service requests with notifications, and a help desk ticketing system enhanced with analytics designed for both independent professionals and corporate clients. Our offerings span a wide range, starting from pre-sales marketing initiatives that highlight promotional deals to comprehensive post-purchase support that includes payment plans for construction, agreements, demand notices, and receipts, ensuring that every detail of the post-sales experience is thoroughly addressed. By adopting this integrated approach, we make certain you are equipped with every tool required to streamline your operations effectively and achieve your business objectives.

What is BrassWell?

BrassWell is an all-encompassing financial application tailored for freelancers and self-employed individuals across the United States, accessible on both mobile and web platforms. The app combines features for efficiently tracking income and expenses while tackling issues related to fluctuating cash flow and tax predictions. Users have the flexibility to manually enter transactions, import data through CSV files, scan receipts for automatic capture, or connect their bank accounts for streamlined management. It computes tax estimates in line with the federal tax brackets for 2026, considering self-employment and income taxes, along with state-specific rates and W-2 income, and it offers users reminders for suggested savings and quarterly payments via email notifications. Beyond tax management, BrassWell includes invoicing capabilities that feature payment links, options for establishing savings targets, budget creation, and a financial planning tool. The Pro version elevates the user experience with unlimited invoicing, time tracking, mileage logging, receipt storage, and bank account connectivity, as well as the ability to generate quarterly profit and loss statements and tax documentation. Users are also able to export their financial data and secure access to the application through Face ID or a personal identification number. With its presence on web browsers and mobile devices like iPhones, iPads, and Android smartphones, BrassWell is an indispensable tool for self-employed individuals looking to manage their business finances effectively; however, it is important to recognize that the tax estimates provided do not serve as formal tax advice. Overall, BrassWell not only simplifies financial oversight but also empowers users to take proactive steps toward improving their financial well-being. Whether you are a seasoned freelancer or just starting, this application offers valuable resources to help navigate the complexities of financial management.

Media

Media

Integrations Supported

Integrations Supported

PayPal
Plaid
Stripe

API Availability

API Availability

Pricing Information

$15 per month
Free Version

Pricing Information

$19.99/month
Core costs $19.99/month or $199/year and includes up to five invoices per month. Pro costs $29.99/month or $299/year and includes unlimited invoices, bank connections, time and mileage tracking, and quarterly P&L and tax statements. New accounts receive a 14-day Core trial with no card required.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

IOP Technologies

Date Founded

2011

Company Location

India

Company Website

www.ioptechnologies.com

Company Facts

Organization Name

Rise Above Media LLC

Company Location

United States

Company Website

brasswell.app

Categories and Features

CRM

Not specified

Categories and Features

Financial Management

Not specified

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